Once you have installed the add-in, you will see a new tab in your Outlook account called "HubSpot Sales". This tab will contain all of the HubSpot sales tools that you can use in Outlook.
Yes, HubSpot has an Outlook integration. There are two ways to integrate HubSpot with Outlook:
- The HubSpot Sales Outlook desktop add-in: This add-in allows you to track and log emails, use some of the HubSpot sales tools directly in your email account, and see full HubSpot CRM details about your contacts without leaving your inbox.
- The HubSpot Sales Office 365 add-in: This add-in is similar to the HubSpot Sales Outlook desktop add-in, but it is designed for Office 365 users.
To use either of these integrations, you need a HubSpot Sales account. Once you have an account, you can install the add-in from the HubSpot website.
Here are the steps on how to install the HubSpot Sales Outlook desktop add-in:
- Go to the HubSpot website and log in to your account.
- Click on the "Sales" menu.
- Click on the "Integrations" tab.
- Click on the "Outlook desktop add-in" link.
- Click on the "Download" button.
- Run the installer.
- Follow the instructions on the screen.
Once you have installed the add-in, you will see a new tab in your Outlook account called "HubSpot Sales". This tab will contain all of the HubSpot sales tools that you can use in Outlook.
The HubSpot Outlook integration is a powerful tool that can help you improve your email marketing and sales efforts. If you're looking for a way to track and log your emails, improve your email deliverability, and get more insights into your contacts, then the HubSpot Outlook integration is a great option.